DSP Focus Fund Growth

• Alpha -1.59%
• Beta 1.05
• Sharpe Ratio0.81
• Std Deviation 14.20%
• Tracking Error 6.17%

The primary investment objective of the Scheme is to generate long-term capital growth from a portfolio of equity and equity-related securities including equity derivatives. The portfolio will consist of multi cap companies by market capitalisation. The Scheme will hold equity and equity-related securities including equity derivatives, of upto 30 companies. The Scheme may also invest in debt and money market securities, for defensive considerations and/or for managing liquidity requirements.

The DSP Focus Fund Growth has an AUM of 1914.22 crores & has delivered CAGR of 14.83% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.11%. The minimum investment in DSP Focus Fund Growth is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include Bajaj Finance, ICICI Bank, IPCA Laboratories & HDFC Bank.

The major sectors where the fund is invested are Consumer Financial Services, Regional Banks, Biotechnology & Drugs & Software & Programming.

Some of the similar funds are DSP Focus Fund Growth, Kotak Focused Equity Fund Regular Growth, UTI Focused Equity Fund Regular Growth, Canara Robeco Focused Equity Fund Regular Growth, Invesco India Focused 20 Equity Fund Regular Growth. DSP Focus Fund Growth has a sharpe ratio of 0.81 & a standard deviation of 14.20%.